LONE PEAK GLOBAL INVESTORS LLC

CIK 0001730467 · Q2 2026

13F Equity AUM

$726.6M

+21.0% QoQ

Positions

-42 QoQ

AUM Rank

#4,032

Top 32%

Skill Alpha (FF)

+0.5%/yr^ns

No Clear Edge

Rank #1,910 · Top 23%

vs S&P -2.5%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 23.3%Top 10: 41.8%Top 20: 71.0%

CSCO5.2%

KDP5.0%

SOLV4.6%

HSIC4.6%

CAH4.0%

UPS3.9%

OPLN3.8%

AMZN3.7%

SANM3.6%

RKT3.6%

Others (33)58.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 43Median: 2.51%Avg: 2.33%

0–0.5%

10(0.7%)

0.5–1%

0(0.0%)

1–3%

20(47.9%)

3–5%

12(46.2%)

5%+

1(5.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 43vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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